Novia Financial provides a wealth management service for investment advisers and their clients. Combining the latest in wrap platform technology, online functionality and management information together with a commitment to first class customer service.

Challenge

We formed Novia Investments Services Limited (NISL) to service clients who wanted to outsource their platform administration and take advantage of an existing platform and adapt and white label to meet specific needs.

Approach

We formed a small, highly skilled team of professionals with years of platform design, development and ops experience.

We worked closely with staff from NISL and the client to develop the target operation model, and customise the existing platform to meet key client needs.

Reporting directly to the Programme Sponsor and COO, we were accountable for all aspects of implementation, from requirements gathering to acceptance testing of the solution across four major suppliers that formed the overall platform solution.

Outcome

We built the operation from scratch and implemented the solution on time and on budget, going live with no major defects.